外资布局意愿提升 港股市场有望迎来估值修复窗口期

智通财经
Jul 10
【外资布局意愿提升 港股市场有望迎来估值修复窗口期】近期,在多重积极因素推动下,港股市场迎来久违的反弹。行情数据显示,恒生科技指数上周涨幅达5.72%,为年内最大单周涨幅;本周以来,恒生科技指数延续反弹走势,截至7月9日的涨幅达5.17%。市场行情回暖背后,增量资金入场成为核心驱动力。从外部资金来看,韩国投资者近期加码港股科技赛道,外资布局意愿提升;内资端同样发力托底市场,本周以来南向资金净流入金额已突破450亿港元,单周净买入规模有可能创下年内新高。业内受访人士分析指出,当前海外增量资金与南向内资形成强势共振,叠加港股整体估值处于历史低位、政策持续赋能香港资本市场、市场基本面稳步修复等多重利好支撑,港股市场有望迎来估值修复窗口期。

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